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marks's avatar
marks
Cover User
8 days ago
Solved

Printing beneficiary distribution schedule

Is there a way in a trust tax return in compliance tax to just print a beneficiary distribution schedule for a single beneficiary? I can only see how to print all beneficiaries and that is as part of...
online tax
  • AidenC's avatar
    AidenC
    7 days ago

    Hey Marks,

    Thanks for your reply!

    So sorry for the confusion, unfortunately we don't have a way to print individual beneficiaries on Practice Compliance at this stage but I have passed this along to our developer team to hopefully have this included in a future release as I agree this should be an option like AE/AO.

    In the mean-time my only recommendation is editing the print-out in Word/Adobe to only show the beneficiary you are wanting.

    Please let me know if you have any further questions!

     

    Cheers,
    Aiden.

marks's avatar
marks
Cover User
7 days ago

Thanks Aiden, but I am talking Online Tax, not desktop tax.

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